JBA
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Johnson Bixby & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Johnson Bixby & Associates’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,484
Closed -$217K – 130
2025
Q4 		$217K Hold
2,484
– – 0.03% 115
2025
Q3 		$222K Hold
2,484
– – 0.03% 115
2025
Q2 		$219K Buy
2,484
+233
+10% +$20.3K 0.03% 114
2025
Q1 		$205K Buy
+2,251
New +$200K 0.03% 111

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Johnson Bixby & Associates's TLT Position: Q1 2026 in Review

Johnson Bixby & Associates sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,484 shares — an estimated $217K sold.

Johnson Bixby & Associates first reported a position in TLT in Q1 2025 and held it in 4 quarters. The position peaked at $222K in Q3 2025. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Johnson Bixby & Associates reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Johnson Bixby & Associates sold 2,484 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $217K.
  • Johnson Bixby & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Johnson Bixby & Associates's iShares 20+ Year Treasury Bond ETF position peaked at $222K in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Johnson Bixby & Associates's 13F filing for Q1 2026, filed 16 Apr 2026.